AI & Space Stock Morning Briefing

Wednesday, June 24, 2026 - Generated 05:31 AM PT
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Wednesday, June 24, 2026 - Generated 05:31 AM PT

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Executive Summary

AI Stocks Tracked
37
Space Stocks Tracked
32
Pre-Market Movers (>=2%)
43
Volume Anomalies (>=2x)
0
Stocks with News
69
Earnings Reports Today
282
Stocks with >=15% Upside
31

Today's Catalysts

Earnings Today

SymbolCompanyTimingEPS Est.Mkt Cap
MUMicron Technology, Inc.After Close$20.21$1.19T
CUKCarnival Corporation & plcBefore Open$nan$38.1B
PAYXPaychex, Inc.Before Open$1.31$35.1B
CUKPFCarnival Corporation & plcNot Specified$0.33$34.6B
TRPCFTrip.com Group LimitedNot Specified$6.16$28.8B
TCOMTrip.com Group LimitedAfter Close$6.15$28.7B
JEFJefferies Financial Group Inc.After Close$1.24$12.4B
LEVILevi Strauss & Co.After Close$0.24$9.0B
BKGFFThe Berkeley Group Holdings plcNot Specified$nan$4.2B
FULH.B. Fuller CompanyAfter Close$1.38$3.4B
NGNovaGold Resources Inc.Before Open$-0.07$3.2B
WSWorthington Steel, Inc.After Close$0.73$2.0B
MLKNMillerKnoll, Inc.After Close$0.52$1.1B
DAKTDaktronics, Inc.Before Open$0.15$980.3M
AGFMFAGF Management LimitedBefore Open$0.54$906.3M
EVTZFEvertz Technologies LimitedAfter Close$0.18$879.2M
CVTGFClairvest Group Inc.After Close$nan$679.2M
GDRZFGold Reserve Ltd.After Close$nan$655.1M
NKLRTerra Innovatum Global N.V.After Close$-0.04$561.3M
MEIMethode Electronics, Inc.After Close$-0.21$474.8M

Tracked stocks reporting today: MU (After Close)

📈

Pre-Market Movers

TickerNameMarketPriceChangeVol/AVGNews
FLNCFluence EnergyAI$21.21-15.8%1.3xY
MUMicronAI$1051.77-13.2%1.1xY
VRTVertivAI$318.32-11.1%1.8xY
COHRCoherentAI$381.22-10.4%0.9xY
MRVLMarvellAI$279.04-9.4%1.1xY
LRCXLam ResearchAI$371.33-9.3%1.6xY
KLACKLA CorpAI$244.49-9.2%1.7xY
AMATApplied MaterialsAI$585.88-8.5%1.6xY
WDCWestern DigitalAI$670.75-8.4%1.6xY
GEVGE VernovaAI$1034.98-8.2%1.2xY
ASMLASMLAI$1778.46-7.8%1.3xY
LITELumentumAI$827.92-7.4%0.7xY
ANETAristaAI$162.20-7.1%0.8xY
GNRCGeneracAI$274.54-7.1%1.3xY
ETNEatonAI$405.28-7.0%1.0xY

Stocks to Watch Today

  • [HIGH] MU (AI) -- $1051.77 (-13.2%)
  • Micron
  • moved -13.2%; reports earnings today; 5 news items
  • [MEDIUM] NVDA (AI) -- $200.04 (-4.1%)
  • NVIDIA
  • moved -4.1%; 5 news items; 49% analyst upside
  • [MEDIUM] AVGO (AI) -- $380.15 (-3.1%)
  • Broadcom
  • moved -3.1%; 5 news items; 38% analyst upside
  • [MEDIUM] ORCL (AI) -- $165.16 (-5.7%)
  • Oracle
  • moved -5.7%; 5 news items; 53% analyst upside
  • [MEDIUM] LITE (AI) -- $827.92 (-7.4%)
  • Lumentum
  • moved -7.4%; 5 news items; 34% analyst upside
  • [MEDIUM] MOD (AI) -- $277.46 (-6.1%)
  • Modine
  • moved -6.1%; 5 news items; 23% analyst upside
  • [MEDIUM] RDW (Space) -- $12.22 (-6.1%)
  • Redwire
  • moved -6.1%; 5 news items; 28% analyst upside
  • [MEDIUM] BKSY (Space) -- $26.90 (-5.7%)
  • BlackSky
  • moved -5.7%; 5 news items; 51% analyst upside
  • [MEDIUM] LUNR (Space) -- $20.95 (-4.7%)
  • Intuitive Machines
  • moved -4.7%; 5 news items; 95% analyst upside
  • [MEDIUM] AMD (AI) -- $519.85 (-5.8%)
  • AMD
  • moved -5.8%; 5 news items
  • [MEDIUM] MSFT (AI) -- $373.94 (+1.8%)
  • Microsoft
  • moved +1.8%; 5 news items; 50% analyst upside
  • [MEDIUM] GOOGL (AI) -- $346.13 (-1.0%)
  • Alphabet
  • moved -1.0%; 5 news items; 25% analyst upside
  • [MEDIUM] TSM (AI) -- $436.39 (-6.7%)
  • TSMC
  • moved -6.7%; 5 news items
  • [MEDIUM] ANET (AI) -- $162.20 (-7.1%)
  • Arista
  • moved -7.1%; 5 news items
  • [MEDIUM] SMCI (AI) -- $33.32 (-6.0%)
  • Super Micro
  • moved -6.0%; 5 news items
  • [MEDIUM] VRT (AI) -- $318.32 (-11.1%)
  • Vertiv
  • moved -11.1%; 5 news items
  • [MEDIUM] VST (AI) -- $162.39 (-2.9%)
  • Vistra
  • moved -2.9%; 5 news items; 37% analyst upside
  • [MEDIUM] TLN (AI) -- $411.92 (-6.0%)
  • Talen Energy
  • moved -6.0%; 5 news items
  • [MEDIUM] GEV (AI) -- $1034.98 (-8.2%)
  • GE Vernova
  • moved -8.2%; 5 news items
  • [MEDIUM] ETN (AI) -- $405.28 (-7.0%)
  • Eaton
  • moved -7.0%; 5 news items
📰

Overnight News & Developments

NVDA (AI)

  • Big Tech's $2.7 trillion AI bill comes due: Chart of the Day — The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding

[Yahoo Finance](https://finance.yahoo.com/markets/article/big-techs-27-trillion-ai-bill-comes-due-chart-of-the-day-100000100.html) - Nvidia Chips Get Pricier Behind China's Firewall — Restricted supply is pushing prices sharply higher as demand remains strong. [GuruFocus.com](https://finance.yahoo.com/technology/articles/nvidia-chips-pricier-behind-chinas-122552536.html) - The Beaten-Down Stock Wall Street Insiders Are Quietly Loading Up On — Two company directors spent millions buying their own stock in the days after a brutal earnings miss, right near 52-week lows, while every analyst covering the name holds a price target far above wher [24/7 Wall St.](https://247wallst.com/investing/2026/06/24/the-beaten-down-stock-wall-street-insiders-are-quietly-loading-up-on/)

AMD (AI)

  • Tech stocks live: Stocks fall on AI trade concerns — Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

[Yahoo Finance](https://finance.yahoo.com/technology/live/tech-stocks-live-stocks-fall-on-ai-trade-concerns-143422690.html) - Cerebras sinks 14% as full-year margin forecast disappoints — Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins ‌would undershoot first-quarter figures in its debut earnings following a ‌bloc [Reuters](https://finance.yahoo.com/technology/articles/cerebras-sinks-14-full-margin-110345180.html) - Nvidia vs. Advanced Micro Devices: What Do Their Revenue Trends Tell Investors? — Nvidia's net income margin reached 72% last quarter, while AMD reported 14%, highlighting a stark difference in recent profitability. [Motley Fool](https://www.fool.com/coverage/charts/2026/06/24/nvidia-vs-advanced-micro-devices-what-do-their-revenue-trends-tell-investors/)

AVGO (AI)

  • Big Tech's $2.7 trillion AI bill comes due: Chart of the Day — The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding

[Yahoo Finance](https://finance.yahoo.com/markets/article/big-techs-27-trillion-ai-bill-comes-due-chart-of-the-day-100000100.html) - Latest News In AI Chips - Menlo Ventures Secures $3 Billion For AI Investment Expansion — In a significant move for the AI chip industry, Menlo Ventures has announced securing $3 billion in new capital dedicated to investing in promising AI companies at various stages of development. This [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/latest-news-ai-chips-menlo-113740264.html) - Broadcom (AVGO) Launches $35 Billion AI Platform With Apollo Blackstone And Anthropic — Broadcom, Apollo and Blackstone have launched the AI XPV Platform to support over 20 gigawatts of AI compute capacity through 2028. The initiative includes an initial $35b tranche focused on large sca [Simply Wall St.](https://finance.yahoo.com/technology/ai/articles/broadcom-avgo-launches-35-billion-032901229.html)

MRVL (AI)

  • AI companies stabilize after rout and oil continues slide as Trump threatens major drillers — Wall Street was poised to open with modest gains Wednesday following a global sell-off in big technology stocks a day earlier. Futures for the S&P 500 inched up 0.1% before the opening bell, while fu

[Associated Press](https://finance.yahoo.com/markets/world-indices/articles/asian-stocks-mixed-big-tech-050227105.html) - Wall Street ends lower as AI spending concerns mount — <body><p>STORY: A down day on Wall Street Tuesday saw the Dow edge lower, while the S&P 500 tumbled nearly one-and-a-half percent and the tech-heavy Nasdaq plummeted about 2.2%.</p><p>Jitters over deb [Reuters Videos](https://finance.yahoo.com/video/wall-street-ends-lower-ai-224633427.html) - Why tech stocks are getting hammered — Share prices in big AI players such as Nvidia and Micron Technology dropped on Tuesday as investors grow wary about whether massive AI spending will pay off. [LA Times](https://finance.yahoo.com/markets/stocks/articles/why-tech-stocks-getting-hammered-214226305.html)

MSFT (AI)

  • Big Tech's $2.7 trillion AI bill comes due: Chart of the Day — The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding

[Yahoo Finance](https://finance.yahoo.com/markets/article/big-techs-27-trillion-ai-bill-comes-due-chart-of-the-day-100000100.html) - SpaceX stock in focus: Why this strategist says to think like Woody — not Buzz Lightyear — SpaceX (SPCX) stock is falling from its initial hype, coming off three straight days of losses amid the wider tech sector sell-off. Yahoo Finance Markets and Data Editor Jared Blikre, Mariner Wealth A [Yahoo Finance Video](https://finance.yahoo.com/video/spacex-stock-focus-why-strategist-144937332.html) - Is Microsoft (MSFT) One of the Top High-Conviction Stocks to Buy According to Hedge Funds? — Microsoft Corporation (NASDAQ:MSFT) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 2 that Microsoft Corporation (NASDAQ:MSFT) announced a “sweeping [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/microsoft-msft-one-top-high-121338039.html)

GOOGL (AI)

  • Big Tech's $2.7 trillion AI bill comes due: Chart of the Day — The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding

[Yahoo Finance](https://finance.yahoo.com/markets/article/big-techs-27-trillion-ai-bill-comes-due-chart-of-the-day-100000100.html) - The lessons that wearable tech companies can learn from FitBit — Health Tech Advisory and Industry Analyst Stephanie Davis comes on Market Domination to assess the state of the wearable technology industry, commenting on the lessons that the companies in this space [Yahoo Finance Video](https://finance.yahoo.com/video/lessons-wearable-tech-companies-learn-204445424.html) - Robinhood is borrowing $2 billion at 0% interest: What to know — Scott Melker explains what's going on with Robinhood's (HOOD) convertible debt play. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. M [Yahoo Finance Video](https://finance.yahoo.com/video/robinhood-borrowing-2-billion-0-172911435.html)

AMZN (AI)

  • Slate reveals $24,950 starting price for EV pickup, making it the cheapest truck in America — EV startup Slate revealed new specs and the all-important starting price for its bare-bones pickup.

[Yahoo Finance](https://finance.yahoo.com/markets/article/slate-reveals-24950-starting-price-for-ev-pickup-making-it-the-cheapest-truck-in-america-120148545.html) - Do you really save money on Prime Day? — Prime Day is a major global shopping event — but are the savings worth it? Here's how much you really save on Prime Day. [Yahoo Personal Finan](https://finance.yahoo.com/personal-finance/banking/article/how-much-do-you-save-on-prime-day-200057494.html) - Amazon Prime Day helps consumers stretch their dollars on groceries: VP — Amazon Prime Day (AMZN) is finally here as the 2026 consumer event kicks off on Tuesday and will run through Friday, June 26. Adobe Analytics predicts consumers could spend up to $26 billion in online [Yahoo Finance Video](https://finance.yahoo.com/video/amazon-prime-day-helps-consumers-143715585.html)

META (AI)

  • Big Tech's $2.7 trillion AI bill comes due: Chart of the Day — The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding

[Yahoo Finance](https://finance.yahoo.com/markets/article/big-techs-27-trillion-ai-bill-comes-due-chart-of-the-day-100000100.html) - Is Meta (META) One of the Top High-Conviction Stocks to Buy According to Hedge Funds? — Meta Platforms, Inc. (NASDAQ:META) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 9 that EU antitrust regulators ordered Meta Platforms, Inc. (NASDA [Insider Monkey](https://finance.yahoo.com/markets/stocks/articles/meta-meta-one-top-high-121414626.html) - Tech Stock Selloff Could Just Be a Blip But Watch These 2 Factors — Alphabet to replace Verizon in Dow reshuffle, FedEx boosted by higher shipping rates, Cerebras beats expectations, and more news to start your day. [Barrons.com](https://www.barrons.com/articles/stock-market-tech-selloff-things-to-know-today-5454c46b?siteid=yhoof2&yptr=yahoo)

ORCL (AI)

  • Big Tech's $2.7 trillion AI bill comes due: Chart of the Day — The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding

[Yahoo Finance](https://finance.yahoo.com/markets/article/big-techs-27-trillion-ai-bill-comes-due-chart-of-the-day-100000100.html) - How a $45 Million Donation Brought Larry Ellison Deeper Into Trump’s Circle — The billionaire’s private friendship with the president has helped Oracle’s business and his son’s media conglomerate. [The Wall Street Jour](https://www.wsj.com/politics/policy/how-a-45-million-donation-brought-larry-ellison-deeper-into-trumps-circle-b3e26c03?siteid=yhoof2&yptr=yahoo) - Stocks to Watch: Intel, Micron, SpaceX, Oracle — ↘️ Samsung Electronics (KR:005930): The memory-chip giant tumbled 12% as the technology selloff hit Asia. Its South Korean rival SK Hynix fell 12%, while Japan’s SoftBank Group slid 10% in Tokyo. ↘️ M [The Wall Street Jour](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-06-23-2026/card/stocks-to-watch-intel-micron-spacex-oracle-dUSifLgU5qpemNNrcBtO?siteid=yhoof2&yptr=yahoo)

TSM (AI)

  • Nasdaq, S&P 500 Futures Rebound As Micron Rally Lifts Chip Stocks: Why SPCX, QCOM, TSM, BABA, PLTR, CBRS, WEN, IBRX Are — Retail sentiment remained cautious, with Stocktwits data showing SPY sentiment stuck in bearish territory while QQQ sentiment improved to bullish.

[Stocktwits](https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-rebound-micron-rally-lifts-chip-stocks-why-spcx-qcom-tsm-baba-pltr-cbrs-wen-ibrx-are-in-focus/cZKyP4nR7Or) - SK Hynix Seeks $29 Billion With New US Listing to Fund AI Boom — (Bloomberg) -- SK Hynix Inc. is looking to raise 45.45 trillion won ($29.4 billion) by selling depositary receipts on the Nasdaq exchange.Most Read from BloombergStocks Slide as Wall Street Gets AI Wa [Bloomberg](https://finance.yahoo.com/technology/ai/articles/sk-hynix-seeks-29-billion-081547052.html) - TSM Stock Jumps Overnight On Reports Of Foundry Price Hike Amid Massive Capacity Expansion — The contract chipmaker is raising prices between 5% to 10% on all leading-edge 7nm and below chip manufacturing processes, according to Tim Culpan. [Stocktwits](https://stocktwits.com/news-articles/markets/equity/tsm-stock-jumps-overnight-on-reports-of-foundry-price-hike-amid-massive-capacity-expansion/cZKUzvlR7Oj)

🎯

Analyst Upside Opportunities

TickerMarketPriceTargetUpside
KTOSSpace$50.80$112.20+120.9%
LUNRSpace$20.95$40.78+94.6%
ORCLAI$165.16$252.64+53.0%
BKSYSpace$26.90$40.50+50.6%
MSFTAI$373.94$561.39+50.1%
NVDAAI$200.04$298.93+49.4%
METAAI$562.20$827.32+47.2%
PSNSpace$49.24$69.64+41.4%
PLSpace$28.53$39.80+39.5%
VSATSpace$63.88$88.88+39.1%
📋

AI Stock Price Table

TickerPriceChg%Vol/AVGMkt CapP/EUpside
MSFT$373.94+1.8%1.1x$2.78T22.3+50%
AMZN$234.11+0.6%1.2x$2.52T31.6+34%
META$562.20-0.3%0.7x$1.43T20.5+47%
CSCO$121.15-0.3%0.9x$477.5B40.4+5%
GOOGL$346.13-1.0%1.0x$4.22T26.4+25%
CEG$270.26-1.9%0.9x$96.5B23.5+33%
VST$162.39-2.9%0.7x$54.8B27.2+37%
AVGO$380.15-3.1%1.1x$1.81T63.3+38%
ABBNY$105.97-3.4%0.1x$192.3B39.8-15%
NVDA$200.04-4.1%0.9x$4.85T30.7+49%
STX$1038.59-5.1%1.3x$232.9B99.0-14%
POWL$291.50-5.3%1.6x$10.6B56.8+8%
HUBB$509.96-5.5%1.1x$26.9B30.1+8%
ORCL$165.16-5.7%1.2x$475.7B28.3+53%
AMD$519.85-5.8%0.7x$847.7B172.1-6%
SMCI$33.32-6.0%1.1x$21.6B17.5+12%
TLN$411.92-6.0%1.4x$19.7B13.7+15%
SCCO$178.57-6.0%0.7x$149.0B30.2-8%
MOD$277.46-6.1%1.3x$14.7B123.3+23%
TSM$436.39-6.7%1.3x$2.26T37.6+8%
FCX$64.40-6.9%1.1x$92.6B34.1+10%
BE$321.98-6.9%0.9x$91.6B73.8-18%
ETN$405.28-7.0%1.0x$157.4B39.7+12%
ANET$162.20-7.1%0.8x$204.2B55.9+17%
GNRC$274.54-7.1%1.3x$16.2B85.5+3%
LITE$827.92-7.4%0.7x$64.4B145.0+34%
ASML$1778.46-7.8%1.3x$685.4B59.9-2%
GEV$1034.98-8.2%1.2x$278.1B30.2+17%
WDC$670.75-8.4%1.6x$231.2B40.2-17%
AMAT$585.88-8.5%1.6x$465.2B55.3-9%
KLAC$244.49-9.2%1.7x$319.4B69.5-16%
LRCX$371.33-9.3%1.6x$464.4B70.5-8%
MRVL$279.04-9.4%1.1x$244.3B96.2-13%
COHR$381.22-10.4%0.9x$74.6B181.5+1%
VRT$318.32-11.1%1.8x$122.3B80.0+19%
MU$1051.77-13.2%1.1x$1.19T49.8-3%
FLNC$21.21-15.8%1.3x$3.9B105.2-12%
📋

Space Stock Price Table

TickerPriceChg%Vol/AVGMkt CapUpside
LHX$293.77+2.8%1.7x$54.7B+30%
RTX$186.39+2.5%0.5x$251.0B+16%
LMT$503.67+2.0%0.6x$116.1B+24%
IRDM$44.16+2.0%1.1x$4.7B-14%
NOC$513.22+1.2%0.7x$72.9B+36%
PSN$49.24+1.2%1.1x$5.3B+41%
SPIR$17.44+1.0%0.5x$675.1M+20%
HEI$334.17+0.9%0.4x$46.7B+16%
GE$356.47+0.4%0.5x$372.5B-2%
WWD$428.25+0.3%1.2x$25.5B+2%
GSAT$79.91+0.1%0.6x$10.3B+13%
BWXT$209.89-0.1%1.1x$19.2B+14%
ASTS$72.87-0.4%0.9x$28.3B+12%
VSAT$63.88-0.5%0.8x$8.7B+39%
TDY$612.91-0.6%0.7x$28.4B+20%
KTOS$50.80-0.6%0.8x$9.5B+121%
PL$28.53-0.8%0.9x$10.2B+40%
XAR$275.32-0.9%0.8x--
UFO$48.13-1.2%0.8x--
DXYZ$26.49-1.4%0.6x$807.0M-
DCO$162.26-1.6%0.8x$2.4B+1%
ARKX$32.80-1.7%1.3x--
BA$216.71-1.9%0.7x$170.8B+25%
HWM$275.13-1.9%1.2x$110.1B+11%
SATS$103.92-2.3%1.4x$30.1B+32%
CW$765.13-2.4%0.7x$28.3B+3%
LUNR$20.95-4.7%0.6x$3.4B+95%
RKLB$95.12-5.2%0.8x$59.4B+12%
BKSY$26.90-5.7%0.6x$998.2M+51%
SPCE$3.00-6.0%0.5x$333.6M+18%
RDW$12.22-6.1%0.7x$2.4B+28%
MNTS$8.23-6.1%0.3x$155.0M-